Trouble totaling currency fields in calculated field

[lshiffri]

I'm trying to total currency fields (money donated each month in a year) into a single calculated field. The result would be a field showing total donations for each person for the year. The database has been converted to 2010. I've created an expression like "[field1]+[field2]", but no go. I must be missing something important here. I tried in a calculated field in the table and in a query. Help is welcome. Thanks.

 

[Beetle]

Welcome to the forum!

Normally you would perform this type of calculation using a calculated control (i.e. a text box) in the footer section of a form or report. If you want to post back with more details we can try to offer more help.

 

[lshiffri]

I'm not using a form or report, just managing data myself directly in the table & in queries. Wouldn't the same expression work? Right now I have a manually-entered total field, but I don't trust it. I wanted to use a calculated field to be sure the total was correct.

 

[Beetle]

You won't be able to do this at the table level. You could create a Totals query that sums the Donation field and groups by person and/or year, but this query would only show the summary values, not the details of each record, and it would be read only (not update-able). If you want to display both the details of each record plus the sum of all donations in one "place", then you will need a form or report.

 

[lshiffri]

A Totals query would be OK. I actually tried it but it didn't work (probably got it wrong). Can you point me to something that describes the best way to set that up?

 

[Beetle]

Well, given a table like this;

Then a query designed like this;

Will give you these results;

 

[lshiffri]

I should have been more specific. Sorry. What I want to do is simpler. Just total values in 12 fields (months). In the screen shot you can see some people have donations in more than one month. I just want to total each row (record).

Darn, it won't let me post an image! OK - here is it typed out (stripping spaces! so used dots):

ID ...........Sept2012 ..Oct2012 ..Nov2012 .Dec2012
----------------------------------------------------------
66 ..............$20 ....... ................$50
345........................... $100
54 ..... ...... $30....................... ............ $25
298 ...........$15 .......... $20

 

[JHB]

Use a crosstab query.
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http://www.access-programmers.co.uk/forums/showthread.php?t=212124